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Millington Financial Advisors, LLC: USRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Millington Financial Advisors, LLC on USRT, newest first. How the timeline and the estimate are built.

Millington Financial Advisors, LLC held 62,738 USRT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,738 shares
    Change vs previous 13F +3,098 shares

    1.7% of the 13F portfolio, value $4,318,265.

    13F-HR 0001986152-26-000112 filed by Millington Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 59,640 shares
    Change vs previous 13F +4,295 shares

    1.59% of the 13F portfolio, value $3,782,957.

    13F-HR 0001986152-26-000071 filed by Millington Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 55,345 shares
    Change vs previous 13F +6,033 shares

    1.48% of the 13F portfolio, value $3,344,515.

    13F-HR 0001986152-26-000015 filed by Millington Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,312 shares
    Change vs previous 13F +2,925 shares

    1.37% of the 13F portfolio, value $2,816,723.

    13F-HR 0001986152-25-000093 filed by Millington Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,387 shares
    Change vs previous 13F +17,737 shares

    1.36% of the 13F portfolio, value $2,691,345.

    13F-HR 0001986152-25-000060 filed by Millington Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,650 shares
    Change vs previous 13F +4,293 shares

    0.93% of the 13F portfolio, value $1,517,282.

    13F-HR 0001986152-25-000026 filed by Millington Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,357 shares
    Change vs previous 13F +9,860 shares

    0.82% of the 13F portfolio, value $1,406,391.

    13F-HR 0001986152-25-000017 filed by Millington Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,497 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $892,573.

    13F-HR 0001924615-24-000004 filed by Millington Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).